VF
VitalStone Financial Portfolio holdings
AUM
$147M
1-Year Est. Return
27.75%
1 Year Est. Return
+27.75%
AUM
$147M
AUM Growth
+$8.83M
(+6.4%)
Holding
571
Top Buys
| 1 | +$1.87M | |
| 2 | +$1.73M | |
| 3 | +$1.07M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$946K |
| 5 |
CleanSpark
CLSK
|
+$739K |
Top Sells
| 1 | +$797K | |
| 2 | +$683K | |
| 3 | +$589K | |
| 4 |
Albemarle
ALB
|
+$551K |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$467K |
Sector Composition
| 1 | Technology | 8.61% |
| 2 | Financials | 4.65% |
| 3 | Consumer Discretionary | 1.98% |
| 4 | Communication Services | 1.89% |
| 5 | Healthcare | 1.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Skyworks Solutions
SWKS
$10.3B
| – | – |
-22
|
|
||
552
Stryker
SYK
$135B
| – | – |
-9
|
|
||
553
Telephone and Data Systems
TDS
$4.39B
| – | – |
0
|
|
||
554
Atlassian
TEAM
$42.3B
| – | – |
-48
|
|
||
555
Tractor Supply
TSCO
$28.2B
| – | – |
-145
|
|
||
556
Toro Company
TTC
$6.92B
| – | – |
-83
|
|
||
557
Global X Uranium ETF
URA
$5.53B
| – | – |
-100
|
|
||
558
Urban Outfitters
URBN
$6.81B
| – | – |
-35
|
|
||
559
Visa
V
$631B
| – | – |
-12
|
|
||
560
Veeva Systems
VEEV
$39.3B
| – | – |
-16
|
|
||
561
WEX
WEX
$5.19B
| – | – |
-45
|
|
||
562
Wells Fargo
WFC
$283B
| – | – |
-37
|
|
||
563
State Street Health Care Select Sector SPDR ETF
XLV
$39.6B
| – | – |
-981
|
|
||
564
Xylem
XYL
$33.7B
| – | – |
-56
|
|
||
565
Clear Secure
YOU
$3.18B
| – | – |
-150
|
|
||
566
Zoom
ZM
$26.4B
| – | – |
-136
|
|
||
567
ZTO Express
ZTO
$16.6B
| – | – |
-132
|
|
||
|
CNR
568
Core Natural Resources Inc
CNR
$4.19B
| – | – |
-3,421
|
|
||
|
PDCO
569
DELISTED
Patterson Companies, Inc.
PDCO
| – | – |
-90
|
|
||
|
MRO
570
DELISTED
Marathon Oil Corporation
MRO
| – | – |
-100
|
|
||
|
SAVE
571
DELISTED
Spirit Airlines, Inc.
SAVE
| – | – |
-30
|
|